Senior Private Equity Manager

This is a fully remote position, open to applicants in Canada.

📋 Description

• Act as the primary Client Relationship Manager for clients, ensuring that their needs are addressed and satisfaction is upheld.

• Spearhead client and fund onboarding processes, overseeing resources and timelines to ensure seamless integration.

• Conduct regular check-ins with clients, promote pertinent services, and respond swiftly to client inquiries.

• Evaluate client and operational metrics, suggesting enhancements to improve service delivery.

• Perform comprehensive reviews of financial reporting packages and statements to guarantee compliance with accounting standards.

• Supervise teams to ensure that Pinnacle's standards for accuracy, efficiency, and timely financial reporting are consistently upheld.

• Lead or participate in strategic projects that align with the company's growth objectives.

• Track financial metrics such as budget versus actuals to ensure efficient resource allocation and operational effectiveness.

• Plan team resources and workload distributions in accordance with business needs, proactively cultivating skills and infrastructure for optimal performance.

• Offer coaching, training, and feedback to foster employee development and engagement.

• Collaborate with teams to establish performance goals and conduct quarterly and annual performance reviews as part of Pinnacle’s performance management process.

• Engage in recruitment and talent development initiatives to build high-performing teams.

⛳️ Requirements

• A minimum of 5 years of prior experience in the fund industry is mandatory.

• At least 4 years of experience in a management role overseeing client relationships, deliverables, and communications is required.

• In-depth understanding of closed-ended funds is essential.

• An accounting designation is necessary.

• Strong grasp of accounting concepts is required.

• Proficient knowledge of Microsoft Excel is essential.

• Excellent interpersonal and communication skills are a must.

• Strong organizational abilities are required.

• Capability to manage multiple demands, competing priorities, and ongoing changes is necessary.

• Effective time management skills and the ability to meet tight deadlines are crucial.

• Previous experience with PFS-Paxus is preferred but not mandatory.

🏝️ Benefits

• Extended Health Benefits

• RRSP Employer Match Program

• Competitive Compensation

• Annual discretionary bonus

• Educational Support

• Work-Life Balance

• Remote firm with occasional in-office days for learning, relationship building, collaboration, and socializing

• Exposure to all facets of the business